Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Steven CHEN is a quality-first, business-perspective investor.

Steven can be reached at schen@urbem.cn or steven@hillsidewealth.ca.

Quality-first, Business-perspective Strategy

Smartkarma North Asia Weekly: Xiaomi, Tokyo Dome, POTUS Executive Order, and Sell Zozo, Nio, & M3

China May Scrap The Restriction of Childbirths - Impact on Baby Formula Related Stocks in China

Recent Updates: Perfect Shape, Hermes Int'l, A2 Milk

Quick Picks that Are Hopeful of Keeping Delighting Chinese Consumers

Equity Bottom-Up

<ul>
<li>According to our definition, A2 Milk is a wonderful business largely thanks to its superior return on capital guarded by a multi-layered moat, a megatrend-driven growth prospect, and the capability to compound earnings for shareholders;</li>
<li>Mr. Market displayed his short-termism in terms of the stock recently, which we think provides a rare entry point for investors interested in the company into 2021.</li>
</ul>


According to our definition, A2 Milk is a wonderful business largely thanks to its superior return on capital guarded by a multi-layered moat, a megatrend-driven growth prospect, and the capability to compound earnings for shareholders;
Mr. Market displayed his short-termism in terms of the stock recently, which we think provides a rare entry point for investors interested in the company into 2021.


Inner Mongolia Yili Industrial Group (A) (600887 CH)

A2 Milk Co Ltd

2021 High Conviction: A2 Milk